How Jotform is bringing AI-powered scheduling to conversational workflows

Jotform is a leading online form builder. Millions of users — from nonprofits and educational institutions to healthcare providers and government organizations — use Jotform to collect, manage, and act on data. 

For many Jotform users, scheduling is the next natural step after collecting information. Once a form is submitted, users need an efficient way for their customers to book time with the right person, without the manual back-and-forth. 

Jotform’s existing Calendly integration makes scheduling easy through embedded form widgets. But as users began adopting AI-powered chat and voice tools, the Jotform team recognized an opportunity to deepen their Calendly integration across channels.

The challenge

Creating a natural scheduling experience across channels

Jotform’s original Calendly widget worked well for forms, but it wasn’t designed for AI agents.

The team’s initial approach to integrating Calendly with their agents involved displaying Calendly UI inside an agent conversation, which didn’t feel natural for users, and wasn’t compatible with voice agents.

“We wanted to eliminate friction in the handoff between collecting intent and scheduling action. If a lead fills out a form or chats with an AI agent, the agent should be able to offer time slots and confirm the meeting instantly.”

Erman Ergun

Head of Channel Strategy at Jotform

To deliver that user experience, the Jotform team needed a more flexible API endpoint.

The solution

Seamless scheduling with Calendly’s Scheduling API

By integrating Calendly’s Scheduling API (Create Event Invitee endpoint), it became possible for Jotform AI Agents to schedule meetings directly. Instead of embedding Calendly UI, the API handles everything programmatically, from fetching availability to confirming bookings — all within a conversation.

“Calendly is already familiar to many of our users, and it’s a trusted brand for scheduling. Extending our partnership into AI agents allows us to bring scheduling directly into conversations and automated flows, not just form widgets. This means our users get the same reliable Calendly experience, but in a more seamless, automated way.”

Erman Ergun

Head of Channel Strategy at Jotform

Implementing the new endpoint was easy and efficient. “The API was straightforward and well documented,” Jotform shared. “With Calendly’s support, we got up and running quickly.”

Results

From forms to conversational scheduling

By extending their Calendly integration into AI agents with the Scheduling API, Jotform is delivering a more connected scheduling experience for their users.

“Calendly’s Scheduling API allowed us to embed scheduling seamlessly into AI-driven workflows, turning form submissions into confirmed meetings in real time.”

Erman Ergun

Head of Channel Strategy at Jotform

For Jotform, the Scheduling API helps to close the gap between collecting data and connecting people. If you’re looking into ways to enhance your platform’s AI-driven scheduling, here’s what the Jotform team suggests:

“Start with the user journey. Look for points where users drop off or wait for human follow-up, and ask how scheduling automation can close that gap. With the right partner like Calendly, you can deliver a big impact quickly without heavy development overhead.”

Erman Ergun

Head of Channel Strategy at Jotform